fin

north wind

[Citrini @citrini]

An amazing breakthrough by $RVMD that should see the name rally not just on pancreatic cancer TAM but on the “copy paste” potential for them to use RAS being a druggable target for further things beyond pancreatic cancer.

We detailed this dynamic in our 26 Trades for 2026.

[Jeremy @Jeremybtc]

A man with no working truck convinced Wall Street he had built the next Tesla. His company hit $30 BILLION. All he did was push it down a hill with no engine.

> Trevor Milton founded Nikola in 2014, named after the same inventor as Tesla.

> The goal was to build hydrogen powered trucks that would make diesel obsolete. He had no trucks.

> In 2018 he released a promotional video called Nikola One In Motion. It showed a sleek semi truck accelerating smoothly down an open highway.
Investors went wild.

> What nobody knew was that the truck had no engine, no fuel cell, and no propulsion system of any kind.

> Milton's team towed it to the top of a hill, tilted the camera to hide the slope, and let it roll.

> He spent the next four years doing the same thing with words. On podcasts, television and social media.

> Investors were told Nikola could produce its own hydrogen. It could not. They were told the trucks were ready for production. They were not. They were told orders were flooding in. They weren't.

> In June 2020 Nikola went public. Within days the company was worth $30 BILLION, more than Ford.

> Milton's personal stake hit $7.3 BILLION overnight.

> A $32.5 MILLION ranch in Utah followed. A record for the state at the time.

> In September 2020 Hindenburg Research published a report calling Nikola "an intricate fraud" built on "an ocean of lies." Milton resigned within ten days.

> A federal jury convicted him of securities fraud and wire fraud in 2022. Sentenced to four years in prison the following year.

> He never went. He was free on $100 MILLION bail pending appeal.

> He and his wife donated $3.2 MILLION to Donald Trump's 2024 campaign.

> In March 2025 Trump gave him a full pardon. The pardon erased $168 MILLION in restitution to defrauded shareholders.

> Nikola filed for bankruptcy the following month, leaving thousands of investors with nothing.

The company never had a product. The only thing that was real was the $30 BILLION valuation, the $7 BILLION that landed in his pocket and the pardon that made sure none of it had to be returned.

[mike bski @BskiMike22802]

Dear Senator Sanders,

Oh, this is RICH. This is so perfectly, exquisitely, weapons-grade rich that I had to put down my anatomy exams and just... appreciate it for a moment.

The man who got thrown out of a SOCIALIST HIPPIE COMMUNE in Vermont in 1971 — after THREE DAYS — for refusing to do any actual work while everyone else planted, harvested, and hauled water, is out here telling me the OLIGARCHS want to control everything.

Three. Days. The communists gave you a longer trial period than most employers give to someone who steals from the register.

Here is what Jim Quinn's Law Number Two says, and I want every single person reading this to tattoo it somewhere useful: "If you want to know what liberals are up to, pay attention to what they accuse conservatives of doing."

Senator, you OWN THREE HOMES. A Burlington residence. A D.C. townhouse. A $575,000 vacation lake house in North Hero, Vermont — purchased in 2016, the same year you were touring the country telling college students the system is rigged. Your net worth sits somewhere between $2.5 and $3 million. You have pocketed over $2.5 MILLION in book royalties since 2011. That elevator is clearly not stuck between floors for you, is it.

And then — THEN — during your "Fighting Oligarchy Tour" with AOC, you spent over $550,000 in CAMPAIGN FUNDS on PRIVATE JET TRAVEL. Half a million dollars on luxury jets to lecture working Americans about the dangers of wealth.

When Fox News caught you boarding a Bombardier Challenger 604 — a jet that runs up to $15,000 PER HOUR — you did not apologize. You did not even blink. You looked directly into the camera and said, and I am quoting this verbatim because it is the most accidentally honest thing you have ever said: "You think I'm gonna be sitting on a waiting line at United?"

Senator. THAT IS OLIGARCHIC THINKING. That is TEXTBOOK "the rules apply to you people, not to me." That is the elevator music of every single billionaire you have spent 35 years pretending to oppose. In a battle of wits with your own stated beliefs, you showed up completely unarmed.

Thirty-five years in Congress. You know what your personal legislative output looks like? Eight bills passed. EIGHT. In three and a half DECADES. That works out to 0.23 bills per year. I have produced more graded anatomy exams in a single semester. Your two greatest solo legislative achievements — the ones with your name on top, the thing YOU actually DID — are the naming of a post office in Danville, Vermont, and the naming of a post office in Fair Haven, Vermont.

You named. Two. Post offices.

You are as useful as a screen door on a submarine when it comes to actually passing legislation, but you want me to believe you are the vanguard of the working class. That sounds like a YOU problem.

Quinn's Law #25: "Liberals are great at giving away other people's money." You have been living PROOF of that law for 35 years. You give away everyone else's money — from a vacation home on a lake — while spending half a million on jets because you are far too important to wait in line with the taxpayers funding your lifestyle.

You want to talk about oligarchs controlling the media? You have been IN the media for four decades. You just finished a $75 million documentary. You have a book deal. You have a podcast. You HAVE the megaphone and you are using it to tell people that other people have the megaphone. The gene pool really needed a lifeguard for THAT particular reasoning.

I am a high school science teacher in Northeast Ohio. I support a family of six on a teacher's salary. I am not particularly impressed by a man with three houses, $550,000 in jet receipts, and 0.23 bills per year telling me he stands with the working class. More famous than wise, Senator. More famous than wise.

The hippie commune knew it in 72 hours. How long is it going to take everyone else?

IF you agree: LIKE this post so the algorithm shows it to people who need to read it. SHARE this.

COMMENT below — do YOU think a man with three homes and a half-million dollar private jet habit speaks for working Americans? Tell me.

And if you want MORE of this — the data, the history, the science, the stories — JOIN Bski's Classroom community on X or YouTube.

But what do I know — I am only a science teacher who can actually do math, a retired Army combat medic who knows what genuine sacrifice looks like, and apparently one of the few people left who finds it suspicious that the most vocal enemy of oligarchy just cannot bring himself to wait in line at the airport with the rest of us.

@JoJoFromJerz @GuntherEagleman @catturd2

#MAGA #Veterans #Trump

[Andrew Follett @AndrewCFollett]

You literally drew this atrocity.

[Cecil Says. @dickandcomix]

Hasan Piker was literally a fat little rich kid with a pony. Now he makes a fortune selling "eat the rich" to nepo commie kids, lmao

[Zach Rynes | CLG @ChainLinkGod]

Look guys, it's actually really straightforward, a bunch of people staked their ETH on the Ethereum blockchain to earn yield, except they didn't want their capital to be locked up, so they actually staked with a liquid staking protocol called Lido who provided them a liquid staking receipt token called stETH, except they decided to juice their yield further by depositing their stETH receipt tokens into a restaking protocol called Eigenlayer, except they didn't want to lock up their capital, so they actually restaked with a liquid restaking protocol called KelpDAO who provided them with a liquid restaking receipt token called rsETH, except they decided to juice their yield further by depositing their rsETH tokens into a lending protocol called Aave so that they could open a leveraged looping position that borrows ETH against the rsETH collateral and restakes the ETH into rsETH which is then deposited as collateral, except it turns out rsETH used a cross-chain bridge called LayerZero that was hacked by north koreans causing rsETH to become undercollateralized and now these looping positions are stuck and unprofitable, and everyone is pointing fingers at each other, and also DeFi is a very serious industry

[Temu Brian Armstrong @MrCampbell]

Then, to shut Across up, Bryan had his engineers find a minor exploit in their token contract, and used the full force of L0's distribution to make it a huge deal.

And all Across was saying is that:
1. Bridges using that mechanism are security risks
2. 1/1 DVNs are bad

[sucks @powerbottomdad1]

ahahahahaha. you fuckin nerds. this was never about mass surveillence as ive said all along. this is about Dario being bad at deals and being so EA brained he thinks he's smarter at military strategy than the fucking US military. get fucked idiots

[Haymaker @HaymakerNetwork]

The Luka Trade was hard. Do you know someone still struggling with the topic a year later?

@BiasedSlightly leads Lukaholics Anonymous to help those in need of fresher sports banter.

[fin @og_northwind]

@EndWokeness This is exactly why community mental health centers exist in each county. Cost for meds and treatment is often free to those without income or insurance.

[Football Posts ™️ @TopFBPosts]

Is Torry Holt the biggest HOF snub in NFL history?

- 7x Pro Bowler
- Super Bowl XXXIV Champion
- NFL 2000s All-Decade Team
- 1 of 2 players in NFL history with 6 straight 1,300+ receiving seasons

[fin @og_northwind]

@CryptoD35828398 Nah

[Garry Tan @garrytan]

Larry and Sergey can’t stay in California since the wealth tax as written would confiscate 50% of their Alphabet shares.

Each own ~3% of Alphabet's stock, worth about $120 billion each at today's ~$4 trillion market cap.

But because their shares have 10x voting power, the SEIU-UHW California billionaire tax would treat them as owning 30% of Alphabet (3% × 10 = 30%). That means each founder's taxable wealth would be $1.2 trillion.

A 5% wealth tax on $1.2 trillion = $60 billion tax bill, each.

That's 50% of their actual Alphabet holdings—wiped out by a "5%" tax.

Section 50303(c)(3)(C) of the 2026 Billionaire Tax Act states: "For any interests that confer voting or other direct control rights, the percentage of the business entity owned by the taxpayer shall be presumed to be not less than the taxpayer's percentage of the overall voting or other direct control rights."

This means if a founder holds shares representing only 3% of economic interest but 30% of voting control (through Class B supervoting shares), the tax would presume their ownership stake is at least 30% for valuation purposes, not 3%.

The wealth tax is poorly defined and designed to drive tech innovation out of California.

[Benjamin Cowen @benjamincowen]

If you are bored by #BTC price action, this is also how it felt in 2019.

Bitcoin topped in June 2019 just before QT ended in August and then the market just slowly trended down for a while.

However, the drop was not as fierce as bear markets that topped on euphoria (2017, 2021)

[FOX College Football @CFBONFOX]

Mike Elko was not happy about the loud Texas celebrations interrupting his press conference 😅

[Ecclesiasticus44 @Ecclesiasticu12]

Dishonest person with ulterior motives calls churches asking for money, is outraged to discover churches have procedures for screening out dishonest people with ulterior motives

[fin @og_northwind]

@TheLandoShow Did Sark ever actually deny the report though?

[Jonah @jvb_xyz]

>be me
>landlord in LA
>rent house in the hills to 25yo CFO of a “real estate company”
>arrives in lime-green Bentley w/ influencer "gf" + emotional support micro-poodle
>stops paying rent
>emails me a PDF from the county website saying “COVID-related income loss”
>nothing I can do, because LA = anarchy
>nonstop Eyes Wide Shut parties at my house
>dog melts my hardwood floors w/ atomic diarrhea
>claims poverty on paper while bottle-servicing magnums of Ace in my pool
>private jets to Paris, Tulum, Miami, Vegas
>"gf" showered w/ diamonds, birkin bags, red carpets, "chopper to 'chella"
>everything posted on instagram, lest there be any doubt
>eventually moves out, I celebrate prematurely
>sues me for 8figs the next morning, just to f with me
>2y legal war
>vanishes
>today: DOJ indicts him for stealing $130M from California’s homeless fund

may justice be served.

[Marina Medvin 🇺🇸 @MarinaMedvin]

Absolutely incredible story of a reporter who wanted to write up a Palestinian redemption story about a Gaza woman who he thought would have reformed after Israel saved her life twice over.

What he discovered interviewing her shocked his conscience.

[Jerusalem @JerusalemDemsas]

I cannot believe how bad this interview is? 3 minutes and it just totally devolves.